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Lodestone Wealth Management LLC

SEC CIK
0001950158
Latest filing
Jul 23, 2026

AAPL holding history

Apple Inc. in every 13F filed by Lodestone Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
29,783
Value
$8.62M
% of portfolio
3.0%
Quarters held
15
Since Q4 2022
Holdings of AAPL by Lodestone Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,783$8.62M3.0%−1,319−4.2%ReducedHolders
Q1 202631,102$7.89M3.1%−26−0.1%ReducedHolders
Q4 202531,128$8.46M3.4%−1,964−5.9%ReducedHolders
Q3 202533,092$8.43M3.8%+119+0.4%AddedHolders
Q2 202532,973$6.77M3.3%−486−1.5%ReducedHolders
Q1 202533,459$7.43M4.0%+357+1.1%AddedHolders
Q4 202433,102$8.29M4.2%−194−0.6%ReducedHolders
Q3 202433,296$7.76M3.9%−969−2.8%ReducedHolders
Q2 202434,265$7.22M3.8%+78+0.2%AddedHolders
Q1 202434,187$5.86M3.1%+302+0.9%AddedHolders
Q4 202333,885$6.52M3.8%+239+0.7%AddedHolders
Q3 202333,646$5.76M4.1%−77−0.2%ReducedHolders
Q2 202333,723$6.54M4.5%−692−2.0%ReducedHolders
Q1 202334,415$5.67M4.4%−1,448−4.0%ReducedHolders
Q4 202235,863$4.66M3.8%–No prior filingHolders